Job Title

Investment Manager (Bank)

  • Position:
  • Salary:
  • Location:
  • Job ID: 03134
Share This Job

Job Description

Job duties:

  • Support and coach branch sales staff to meet their investment targets
  • Assist frontline marketing staff to identify suitable customers for marketing of products and prepare presentation materials to customers
  • Participate in joint calls with frontline staff to act as investment product specialist
  • Boost up investment sales, optimize sales capacity and effectiveness for retail investment business
  • Formulate and implement business strategies to support assigned regions and  meet overall targets and generating extra investment fee income

Job requirements:

  • University graduates or equivalent
  • Over 4 years’ banking experience; prior experience as an Investment Consultant will be a definite advantage
  • Sound technical knowledge of asset allocation & investment products in bank including equities, unit trust, bonds and treasury products, etc.
  • Pass in the HKSI Examination or an Exempted / Qualified Securities Dealer
  • Self-motivated and able to work independently
  • Good understanding of relevant selling procedures, practices, rules and sales compliance requirements


---

Interested parties please send your detail resume in MS WORD format with current and expected salary through APPLY FOR THIS JOB.

All data collected will be used for recruitment purpose only & will be used strictly confidential.
Only shortlisted candidates will be notified.

Required: Admin & HR
Tags:

Join Our Free Newsletter

Subscribe to our FREE Job Market News , Interview Tips & New Featured Openings.

Have a Question?

We are here to help. Email us or call +852 2877 3560
Contact Us
Application

Investment Manager (Bank) (ID: 3134)

No file !Max size: 5mb (pdf,doc,docx,rtf,zip)

Type the characters: